Cohen & Steers Total Return Realty Fund
RFI
68 hedge funds and large institutions have $65.2M invested in Cohen & Steers Total Return Realty Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 6 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
0.65% more ownership
Funds ownership: 18.15% → 18.8% (+0.65%)
3% less funds holding
Funds holding: 70 → 68 (-2)
11% less capital invested
Capital invested by funds: $73.4M → $65.2M (-$8.26M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$690K |
| 2 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$610K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$587K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$514K |
| 5 |
WAM
Weinberger Asset Management
Los Angeles,
California
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$687K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$403K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$290K |
| 4 |
VF
Virtu Financial
New York
|
-$194K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$124K |
RFI Hedge Fund Activity: Q2 2022 in Review
68 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Total Return Realty Fund (RFI) for Q2 2022, worth a combined $65.2M — down 11% from $73.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of RFI and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 28 added.
The largest buyer was Sigma Planning Corp, adding an estimated $690K. The largest seller was Spire Wealth Management, exiting entirely with an estimated $687K sold.
- 68 institutional investors held Cohen & Steers Total Return Realty Fund (RFI) as of Q2 2022, down from 70 in Q1 2022.
- Funds reported $65.2M of Cohen & Steers Total Return Realty Fund stock for Q2 2022, down 11% quarter-over-quarter.
- 4 funds opened new Cohen & Steers Total Return Realty Fund positions in Q2 2022 and 6 closed out, a net change of -2 holders.
- The largest Cohen & Steers Total Return Realty Fund buyer in Q2 2022 was Sigma Planning Corp, an estimated $690K added.
- The largest Cohen & Steers Total Return Realty Fund seller in Q2 2022 was Spire Wealth Management, an estimated $687K sold.
Based on aggregated 13F filings for Q2 2022.